Resources

All the info, guides, and case studies you need to understand digital transformation and how to start your journey today. 

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Top 16 digital transformation trends in insurance in 2023

2023 is going to be a big year for digital transformation projects in the insurance industry. Check out this list of the top 16 trends that will shape the future of insurance!
March 4, 2022
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12 minutes
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Customer story

Nürnberger

Acting fast and offering flexibility in times of uncertainty.
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Customer story

VGM

Achieving a five-year digital plan in three months.
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Customer story

Meridio

Supporting 50 states with one dynamic journey.
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Customer story

Real Garant by Zurich

Closing contracts in weeks and impacting the bottom line.
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Sep 22, 2022

7 core capabilities for effective customer data management in banking

These are the core capabilities in customer data collection that banks need to meet changing customer expectations and address market trends.
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5 minutes
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Sep 21, 2022

How seamless customer data collection can help insurance directors automate workflows

As the insurance industry looks to adopt more automation in its workflows, customer data collection will play an increasingly important role. 
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Sep 19, 2022

Data integration as a critical competitive capability in insurance

Data integration is a critical capability for insurers looking to improve customer experience, operational efficiency, and employee productivity.
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5 minutes
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Sep 15, 2022

Digital data collection: the gateway to digital transformation

Digitizing data intake processes is the first step insurance companies must take to benefit from innovative tech like AI, blockchain, and machine learning.
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5 minutes
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Sep 14, 2022

Building end-to-end digital customer journeys in insurance

Digital data intake is a necessary first step to enable the end-to-end digital customer journey in insurance. By breaking down silos and connecting disconnected systems, insurance companies can provide a more personalized and seamless experience for their customers.
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4 minutes
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Sep 13, 2022

Glossary of digital transformation terminology for the insurance industry

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Stay up to date with the latest developments in the insurance industry by learning these digital transformation buzzwords.
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Sep 8, 2022

P&C insurance digital transformation trends 2024

The P&C insurance digital transformation is in full swing. Here are the trends you can expect to see in the next two years.
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5 minutes
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Sep 5, 2022

Hyperautomation in banking: the business value of digital data intake

Converting paper-based data entry is the key to unlocking the potential of hyperautomation in banking. It is a prerequisite for other technologies downstream, such as robotic process automation (RPA) and artificial intelligence (AI)
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5 minutes
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Sep 1, 2022

Data-driven operations: how digital intake journeys streamline customer interactions

Find out how digital data intake can help insurance companies make smarter decisions and be more data-driven.
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4 minutes
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Aug 31, 2022

‍4 ways manual data intake is preventing enterprises from maximizing customer value

Is inefficient data intake holding your company back? If your processes require manual touchpoints, the answer is a resounding yes.
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5 minutes
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Aug 30, 2022

Digital transformation in real estate: lessons learned from the turbulent journey of compass.com

Real estate disruptor Compass.com demonstrates how digitizing processes and prioritizing customer and agent experience are key to real estate success. ‍
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5 minutes
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Aug 29, 2022

7 digital customer journey trends in insurance for 2023 and beyond

As customers become increasingly digital, customer journeys in the insurance industry are evolving. Here we discuss 7 key trends in customer journeys that will have an impact on the industry in the years to come.
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5 minutes
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Aug 28, 2022

The influence of data intake methods on customer experience in insurance

Collecting data from customers doesn't have to become a point of friction. Insurance companies can make the customer journey smoother and more efficient by digitizing data intake.
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4 minutes
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Aug 24, 2022

Streamlining FNOL processes in the call center with digital customer data intake

When customers experience a loss, they don’t have patience for inefficient data intake in the FNOL process. Digital data intake offers a better, faster solution.
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5 minutes
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Aug 22, 2022

Why digital data intake is the first step to digital transformation in banking

Banks looking to benefit from the automation revolution should start at the beginning: digital data intake.
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Aug 17, 2022

The future of agent-assisted interactions in banking

Digital data intake journeys are the future of agent-assisted interactions in banking. They are more user-friendly, efficient, and accurate than traditional data collection methods.
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5 minutes
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Aug 15, 2022

8 must-have capabilities of digitally-driven financial institutions

Research shows that digitally-mature financial institutions are two times more likely to be profitable than their less digitally-mature counterparts. So, what are the must-have capabilities for digitally-driven financial institutions?
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5 minutes
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Aug 10, 2022

The end of web forms as customer data collection method in financial sector

Finance companies seeking to retain customers and boost revenue can do so with one easy change: replacing web forms with chatbots and digital intake journeys.
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5 minutes
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Aug 9, 2022

The future of insurance: digital claims, digital sales, and other trends

Here are some of the most important trends that will transform the insurance industry in the years to come.
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Aug 8, 2022

How to make the most of your evolving insurance forms

Web forms with good UI can be a gamechanger for insurance providers, improving the customer experience and driving strong business outcomes.
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Aug 1, 2022

Streamlining customer interactions in commercial lending

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Jul 30, 2022

How insurance companies are benefiting from the power of digital data collection

Digital data collection is transforming the insurance industry. Here’s how companies are using it to gain a competitive advantage.
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5 minutes
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Jul 29, 2022

Digital data intake: the key to intelligent automation in insurance 

Customers expect it to be easy to find the right agent to solve their issues. Intelligent automation in insurance is the key to making that happen.
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5 minutes
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Jul 28, 2022

How digital data intake minimizes rejections and callbacks in a call center

Customer service agents are a valuable resource. Digital data intake allows them to focus on tasks that drive business value for insurance providers.
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6 minutes
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Jul 26, 2022

3 Broken Insurance Customer Journeys & How digital data intake can fix them

The insurance industry’s customer journeys are broken. Digital data intake can fix it. Read on to learn how.
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7 minutes
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Jul 25, 2022

The unique challenges of digital transformation in commercial insurance

Digital data intake is the foundation on which all other digital transformation initiatives must be built. No-code tools enable commercial insurers to rapidly digitize their customer data intake processes with minimal investment.
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6 minutes
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Jul 21, 2022

Unlocking the potential of automation with digital customer data collection

Learn why digital customer data collection is essential for automation
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6 minutes
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Jul 20, 2022

Advantages of digital data collection methods for loan underwriting

Learn about the benefits of using digital data collection methods for loan underwriting and how it can improve the customer experience.
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5 minutes
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Jul 14, 2022

The role of customer data intake in the insurance customer journey

Digital customer data intake can transform the insurance customer journey, making it easier and more efficient for both the customer and the organization.
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5 minutes
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Jul 13, 2022

Solving the insurance digital transformation challenges with digital data intake

By digitizing the customer data intake process, insurance companies can improve the customer experience, automate workflows, and increase efficiency.
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6 minutes
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Jul 9, 2022

Solving the issue with customer data collection in insurance

If you’re still using manual data entry methods, it’s time to If you’re still using manual data entry methods, it’s time to switch to digital data intake journeys.
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6 minutes
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Jul 7, 2022

Breaking into a career in tech: tips from a Digital Transformation Manager at EasySend

Fallon Teren, Digital Transformation Manager at EasySend, shares her experience working at EasySend and how the company is helping businesses automate their business processes.
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5 minutes
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Jul 4, 2022

6 pain points of traditional data collection in insurance and how to solve them

Discover the 6 biggest pain points that insurance companies suffer when they use traditional data collection methods, and how switching to digital data collection can cure them all. 
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5 minutes
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Jun 27, 2022

‍Solving the issue of customer data intake in mortgage servicing

Personalized digital journeys improve customer data intake, facilitate mortgage servicing, and improve customer experience. 
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8 minutes
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Jun 22, 2022

How to streamline your credit union's new member onboarding process

he onboarding process is critical to the success of your credit union. Here are 11 key things you can do to streamline the credit union onboarding process and make it more efficient.
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5 minutes
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Jun 21, 2022

7 benefits of digital data intake journeys for customer data collection in insurance

Digital data intake can be a gamechanger for insurance providers. These are the top 7 benefits you will gain with digital customer data collection.
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5 minutes
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Jun 21, 2022

‍Mapping out customer journeys in insurance for better customer experience

The journey customers take before, during, and after the sales process should be considered to create a seamless experience. Here's how insurers can look at their digital strategy through the lens of customer journeys.
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8 minutes
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Jun 16, 2022

Why design thinking is essential for digital transformation in insurance

Design thinking is a customer-centric approach that can help insurers to stay ahead of the curve and remain relevant in a rapidly changing digital world. 
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6 minutes
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Jun 15, 2022

Why data integration is key to the digital experience in insurance

Data integration plays a key role in digital transformation in insurance. The first step for insurers is digitizing customer data intake.
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5 minutes
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Jun 14, 2022

Solving the issue of customer data intake in loan servicing

The benefits of digital data intake are for loan servicing are too great to ignore, and with the right solution in place, digital data intake can be a game-changer.
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7 minutes
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Jun 13, 2022

How 4 insurers are driving customer engagement with digital data intake

Learn how four leading insurance companies are using digital data intake to increase efficiency, reduce costs and improve the experience for their customers.
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10 minutes
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Jun 7, 2022

Tesla vs. the Insurance Industry: how auto insurers can avoid the fate of the dinosaurs

The future of insurance is digital, data-driven, and customer-centric. Tesla has already shown us the way; it's time for the rest of the industry to follow suit.
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5 minutes
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Jun 1, 2022

The importance of digital journey mapping for improving customer experience in banking

Digital transformation in banking is a journey, and digital journey mapping can be an invaluable tool to help you meet your goals.
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5 minutes
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May 31, 2022

Why digital intake solutions are the key to successful automation in insurance

Learn how digital data intake can help your insurance company boost efficiency and improve customer experience.
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May 30, 2022

Is a typed signature legally binding? And other questions

Learn about the legality of typed signatures, the different ways they can be used, and why they're so important for digital customer journeys.
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7 minutes
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May 29, 2022

Easy new member onboarding is crucial for the survival of credit unions

Credit Unions can create a simple, fast onboarding process using smart digital journeys, creating strong relationships with new members from the get-go.
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May 25, 2022

How to improve the insurance policy renewal process

Policy renewal process doesn’t have to be a pain. By making it easy for policyholders to renew their policy online, you'll boost customer retention and reduce operational costs.
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5 minutes
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May 24, 2022

Why are neobanks popular and how traditional banks can catch up 

Wondering why neobanks are popular? We explain where they outperform traditional banks and what banks can do to keep up.
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7 minutes
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May 19, 2022

Making RPA, BPA, and workflow automation work by digitizing front-end customer input

In order to automate their back-end processes, many businesses overlook the importance of automating the intake of customer data. Here we'll show you how to do it using customer data intake journeys
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8 minutes
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May 17, 2022

How to convert a PDF form into digital experience: step-by-step guide

Converting your customer data intake forms from PDFs to digital experiences can be an overwhelming process. Here's our simple, 5-step process for making it painless.
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10 minutes
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May 12, 2022

Insurance trends: plain language policies

The insurance industry trends are clear—plain language policy is key to keeping customers happy and even to selling more.
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May 11, 2022

Top UX trends in banking for 2023

Banking in 2023 is all about the user experience. What are the banking US trends we can expect in 2023?
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7 minutes
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May 5, 2022

Frustrated with PDF forms? So are your customers!

PDF forms as a method of customer data collection in insurance have many limitations. In order to provide a better experience for your customers, it's time to consider other options.
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6 minutes
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May 4, 2022

Here’s how bad UX is hurting your insurance company’s bottom line

Do your insurance company’s website and online services suffer from bad UX? It might be losing you thousands in revenue - per customer. Here's how to fix it. 
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6 minutes
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Apr 27, 2022

Where are the growth opportunities for intelligent automation in insurance?

To take full advantage of the growth opportunities of automation in insurance, insurers must solve the problems stemming from manual customer data collection
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Apr 25, 2022

Solving the UX challenges in insurance and banking

Solving the UX challenges in insurance and banking demands an uncompromising focus on customer experience
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7 minutes
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Apr 25, 2022

How to accelerate your digital transformation plans from 5 years to 3 months

Learn how you can drastically reduce the time it takes to complete your digital transformation projects with the help of some innovative technologies and solutions.
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7 minutes
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Apr 21, 2022

How can midsize banks offer a digital experience that competes with the big players?

Taking a customer-centric approach and investing in innovative technologies will help midsize banks offer a digital experience that meets the needs of today’s consumers and keeps pace with the big players.
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5 minutes
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Apr 20, 2022

‍11 quick tips to improve user experience of the insurance websites

Here are 11 tips from EasySend’s team to help improve the UX/UI of your insurance website and make it stand out from the rest
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5 minutes
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Apr 19, 2022

4 keys to delighting banking customers with a digital-first approach

How can banks recalibrate their customer experience (CX) to be digital-first? Concentrate on these 4 key areas.
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7 minutes
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Apr 15, 2022

Lessons learned from Chipotle’s human-centric approach to digital transformation

Chipotle’s successful digital transformation demonstrates how strategic use of technology can improve customer experience
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6 minutes
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Apr 14, 2022

4 digital transformation success factors banking and insurance businesses can't afford to ignore

Digital transformation in banking and insurance is critical, but more often than not, it fails. Discover the keys to success in our new blog.
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5 minutes
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Apr 13, 2022

Enterprise digital transformation: trends in mobile banking

As banking goes digital, mobile banking trends are putting customer experience at the forefront of innovation.
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6 minutes
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Apr 6, 2022

Digital transformation success stories: Guardian Life

Guardian Life’s successful digital transformation journey helped the company speed up time-to-market, enabling fast, agile, and flexible deployment of new features and products, allowing Guardian to become highly competitive while maintaining its market leader position.
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8 minutes
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Apr 5, 2022

Assess your organization's digital maturity with this 10 step checklist

By assessing your digital maturity, you can identify the areas where you need to improve and take the necessary steps to get there.
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5 minutes
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Apr 4, 2022

How to pitch a no-code platform to your CIO: a guide for the overworked head of IT

We’ve put together tips to make a perfect pitch that will help get your CIO on board with adopting a no-code platform.
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7 minutes
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Mar 29, 2022

Webinar recap: how VGM achieved their 5-year digital transformation plan in 3 months with EasySend

In our latest webinar, we discussed how VGM achieved its 5-year digital transformation plan in 3 months, utilizing EasySend's platform as one of the driving forces behind that success. 
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5 minutes
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Mar 24, 2022

No-code platform vs coding from scratch: how to make the right decision for your next digital transformation project

Let’s take a closer look at three ways to tackle any digital transformation project: code from scratch, use a no-code platform, or off-the-shelf software.
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6 minutes
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Mar 23, 2022

7 steps to a user-friendly sales process in insurance and banking

Your customers expect an outstanding customer experience and won’t settle for less. These 7 easy steps can improve your sales UX in insurance and banking.
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Mar 17, 2022

Document management systems vs digital journey platforms

Document management systems and digital journey platforms: what they have in common and where they differ
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6 minutes
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Mar 16, 2022

6 reasons why you should consider a no-code platform for your next digital transformation project

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Organizations can now deliver better customer experiences without investing enormous resources—it’s the no-code revolution.
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Mar 10, 2022

Why great UX matters for internal processes and operational efficiency

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Internal processes are a critical part of any business, and it is essential to make sure they are as user-friendly as possible.
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Mar 8, 2022

ROI of claim intake tools: PDfs vs web forms vs digital journeys

Let's break down the ROI of digital transformation for insurance companies by comparing the operational costs of claim intake with PDFs, simple web forms, and user-friendly digital journeys.
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7 minutes
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Mar 3, 2022

Common pitfalls of banking modernization and how to avoid them

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Banks are under pressure to digitally transform operations. We outline the common pitfalls and offer guidance to help get through it
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Feb 28, 2022

Get more done with less: a guide to no-code for insurance CIOs

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See how no-code/low-code development approaches can help Insurance CIOs answer some of their toughest business challenges.
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11 minutes
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Feb 24, 2022

Insurance CIO guide to technology trends for 2023

The right tools can help insurers prepare for technology trends in the insurance industry. The most important tool may not be what you expect. 
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6 minutes
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Feb 22, 2022

What do digitally mature insurance organizations do differently, and how to catch up

Digital maturity is not about focusing on the technology but understanding how it works for your business and gaining insights from your customers to make better decisions.
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9 minutes
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Feb 17, 2022

The power of UX: making the complex simple

In this insightful interview with Vitaly Friedman, the creative lead at Smashing Media, we will dive into the intersection of the world of UX and the one thing you wouldn’t associate with great customer experience: forms and insurance paperwork.
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13 minutes
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Feb 15, 2022

‍How to become a digital leader in the insurance industry

Two elements are key for leaders looking to ignite an insurance digital transformation: customer-facing development and no-code platforms.
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6 minutes
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Feb 10, 2022

The ROI of a customer journey transformation for financial institutions

Not all digital customer journey digitization initiatives will provide an ROI for financial institutions. Here are some factors to consider.
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7 minutes
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Feb 6, 2022

Top 10 areas for digital disruption in banking: exciting opportunities ahead!

Consumer behavior is changing, and banks are under pressure to keep up. In this blog post, we will explore top 10 areas for digital disruption in banking.
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9 minutes
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Feb 3, 2022

Compliance and KYC digital trends in banking 

Banks can approach their risk and compliance strategy as an opportunity to deliver a better customer experience while cutting costs and reducing risks. 
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7 minutes
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Jan 31, 2022

5 key elements of the insurance digital experience

Customers expect seamless experiences in their insurance interactions across all channels in today's digital age. Are you ready to rethink digital experience in insurance? Here are 5 key areas to focus on.
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5 minutes
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Jan 27, 2022

Ten reasons why insurers should make the switch to digital FNOL

Digital First Notices of Loss (FNOL) is the first step in this journey to digital claims experience, and as such is a crucial part of the claims process. Here are 10 reasons why digital FNOL is the future of claims interactions.
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6 minutes
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Jan 20, 2022

What do healthcare CIOs need to know about digital journeys?

Healthcare providers today are focused on creating a customer-centric digital journey. CIOs can play a key role with the right strategies and tools.
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7 minutes
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Jan 18, 2022

Real estate eSignatures 101: everything you need to know

Learn about real estate eSignature and how it can benefit your business. This article provides all the information you will need in order to make an informed decision.
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7 minutes
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Jan 10, 2022

11 ways digital journeys boost ROI of digital transformation in insurance

Financial services companies can leverage the power and insights from digital journeys to improve customer experience, build strong competitive advantages, and outpace the industry.
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7 minutes
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Jan 6, 2022

Break into a career in tech: why becoming a digital experience specialist is an excellent springboard to get you started

Looking to break into a career in tech? Look no further than the role of digital experience specialist. A DX career path is a great way to start your high-tech journey, as it provides you with the opportunity to learn valuable skills and grow your experience.
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7 minutes
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Dec 29, 2021

Digital banking trends: get ready for 2023

To stay ahead of the competition in digital banking, it’s important to understand where your industry is heading. Here are 11 trends that will transform the way consumers interact with financial institutions in the next five years.
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11 minutes
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Dec 21, 2021

2021 year in review: UX trends in digital insurance

In 2021, there have been several breakthroughs in insurance UX that will define our digital future. What are some of those key developments? Let's explore them below!
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9 minutes
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Dec 14, 2021

16 tips to improve digital claims experience in insurance

Find out what you can do today to improve the insurance claims experience for your customers. These tips will reduce friction and help ensure a positive customer service experience.
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9 minutes
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Nov 29, 2021

How to boost real estate customer experience with digital customer journeys

There’s a massive shift in the real estate industry as digital customer journeys are becoming more and more important.
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8 minutes
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Nov 25, 2021

Customer experience: creating value by transforming customer journeys in 2023

This blog post shares advice from top UX advice from EasySend experts for building customer journeys in insurance, banking, and financial industries
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6 minutes
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Nov 24, 2021

How banking CIOs can create more digital customers in 2023

The role of CIO is changing into a driver for innovative strategies, expanding into new digital channels and services and creating a seamless customer experience.
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6 minutes
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Nov 23, 2021

Why user experience is key to growth in insurance, banking, and financial services

Robust user experience is essential for insurance, banking, and financial services firms to flourish. In these competitive industries, businesses that focus on digital user experience will outperform those that don't.
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8 minutes
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Nov 16, 2021

No-code is inevitable: how we found a gap in the market that got us $71.5M in funding

EasySend have raised a $55.5 million Series B funding round, bringing the total amount raised to date to $71.5M. 
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6 minutes
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Nov 16, 2021

How we raised over $71.5M in two years, or why the emerging no-code digital journeys market is primed for explosive growth

EasySend has just announced a Series B funding round, bringing the total amount raised to date to $71.5M. 
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9 minutes
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Nov 15, 2021

Reinventing paperwork as a revenue generation tool: 5 steps that work

For decades, paperwork has been treated as a necessary evil. Finally, solutions are available that are capable of transforming paperwork into digital journeys.
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6 minutes
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Nov 10, 2021

The evolution of paperwork in insurance: from paper to PDF to digital journeys

Any business that has to collect data and signatures from customers can significantly improve processes, productivity, and reduce costs by moving away from paper-based documentation to fully digital experiences.
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5 minutes
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Nov 8, 2021

18 digital transformation trends in real estate to watch out for in 2023

As the real estate industry continues to adapt to the digital age, it is important for companies to keep up with these trends in order to stay relevant. Here are 18 ways that digital transformation will impact the future of real estate.
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11 minutes
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In-Depth Guide to Auto Insurance Claims in 2023: Technology & Strategy

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Transforming B2B Onboarding with Interactive Customer Data Intake UIs

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The ultimate guide to customer data intake and signature collection for marketplace lenders

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‍Customer Data Intake Automation in Insurance: A Deep Dive

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16 Best Practices for Customer Data Collection in Insurance

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How Can Midsize Banks Compete With Big Banks in the Digital Space?

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UX 101 Guide: Intro to Improving Customer Journey in Financial Services

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Transforming Forms into Digital Journeys: Where Do I Start?

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